AdvisorCensus / Financial advisors / Massachusetts / Boston / Callodine BDC Advisor, LLC
Callodine BDC Advisor, LLC
Filed as CALLODINE BDC ADVISOR, LLC
Callodine BDC Advisor, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.
Quick answers
From the filingHow is Callodine BDC Advisor, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Callodine BDC Advisor, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Callodine BDC Advisor, LLC located?
Callodine BDC Advisor, LLC's principal office is in Boston, MA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Callodine BDC Advisor, LLC registered with the SEC or a state?
Callodine BDC Advisor, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342427.
How much does Callodine BDC Advisor, LLC manage?
Callodine BDC Advisor, LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 26, 2026.
What types of clients does Callodine BDC Advisor, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Callodine BDC Advisor, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342427
Does Callodine BDC Advisor, LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 26, 2026 says: "The minimum investment for the Fund is $10,000,000 although the Manager may waive the minimum investment amount, in its discretion."
What changed in Callodine BDC Advisor, LLC's recent Form ADV filings?
In the August 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum investment for the Fund is $10,000,000 although the Manager may waive the minimum investment amount, in its discretion.
As stated in the firm's Form ADV Part 2A brochure dated June 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated June 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 13. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Callodine BDC Advisor, LLC (CRD 342427): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/callodine-bdc-advisor-llc-boston-ma-342427